Look Out For This Positive GDP Surprise – Seeking Alpha 01-23-13

At the very least, an uptick in demand is ahead for housing-related and automotive companies.

Richard Fisher at the FRB Dallas says US GDP could grow 3% in 2013 versus the average economist expectation of 2%.

Pickup truck sales are rebounding – small business owners, particularly in construction, historically account for a large portion of pickup sales.

David Wilson at BusinessWeek says the average age of cars, appliances, and furniture in the US is the highest in almost half a century. Barry Ritholtz at Fusion Analytics Investment Partners says well over 50% of the replacement activity will benefit the US economy.